Anic Equity¶
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Total return since start: 0.553 %¶
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Equity now: -----------------------------> 47441.54 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46043.55 Kr¶
PnL: ---------------------------------------> -845.02 Kr¶
DD now: ---------------------------------> -2.444 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 12:43:40.722002'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 0.760000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | -1.060000 | 782.400000 | 109.400000 | 16.260000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.670000 | 3541.480000 | 87.480000 | 2.530000 | 3453.999992 |
| SAAB B | 8 | -0.460000 | 3427.200000 | 50.200000 | 1.490000 | 3377.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.490000 | 395.600000 | 40.600000 | 11.440000 | 355.000000 |
| Boozt | 12 | 1.150000 | 1690.800000 | 36.800000 | 2.220000 | 1653.999996 |
| Resurs Holding | 22 | 1.740000 | 604.120000 | 30.120000 | 5.250000 | 573.999998 |
| Corem Property Group B | 59 | 0.790000 | 603.570000 | 26.570000 | 4.600000 | 576.999999 |
| Swedbank A | 3 | 1.980000 | 587.250000 | 23.250000 | 4.120000 | 564.000000 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Intrum | 4 | 0.220000 | 546.000000 | 19.000000 | 3.610000 | 527.000000 |
| Securitas B | 6 | 1.810000 | 586.560000 | 16.560000 | 2.910000 | 570.000000 |
| OEM International B | 7 | -0.380000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.530000 | 252.960000 | 6.960000 | 2.830000 | 246.000000 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.220000 | 536.800000 | 4.800000 | 0.900000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.740000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | -0.440000 | 565.740000 | -17.260000 | -2.960000 | 582.999984 |
| CTEK | 13 | -2.990000 | 514.800000 | -19.200000 | -3.600000 | 533.999999 |
| International Petroleum Corp. | 5 | 4.080000 | 574.500000 | -20.070000 | -3.380000 | 594.565215 |
| Essity B | 2 | -0.760000 | 545.000000 | -29.000000 | -5.050000 | 574.000000 |
| Essity A | 4 | -0.550000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.940000 | 3682.000000 | -129.000000 | -3.380000 | 3810.999990 |
| OX2 | 18 | 0.760000 | 1429.200000 | -234.800000 | -14.110000 | 1663.999992 |
| Beijer Electronics Group | 26 | -2.600000 | 2730.000000 | -241.000000 | -8.110000 | 2971.000006 |
| Axfood | 13 | 0.560000 | 3487.900000 | -268.100000 | -7.140000 | 3756.000001 |
| Ovzon | 52 | -2.250000 | 2714.400000 | -647.600000 | -19.260000 | 3361.999992 |
| TOTAL | 46038.980000 | -849.590000 | -2.45306% | 46888.564618 |
Updated:¶
'2023-01-27 12:43:10.429703'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
